Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.71B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,070
New
Increased
Reduced
Closed

Top Buys

1 +$74.2M
2 +$73.3M
3 +$67.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$66.1M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$43.6M

Top Sells

1 +$14.1M
2 +$6.64M
3 +$5.26M
4
AMGN icon
Amgen
AMGN
+$4.25M
5
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$3.76M

Sector Composition

1 Energy 7.74%
2 Financials 4.73%
3 Technology 3.32%
4 Industrials 2.55%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$6K ﹤0.01%
+566
3002
$6K ﹤0.01%
500
3003
$6K ﹤0.01%
539
-1,012
3004
$6K ﹤0.01%
174
-82
3005
$6K ﹤0.01%
301
3006
$6K ﹤0.01%
344
3007
$6K ﹤0.01%
301
3008
$6K ﹤0.01%
75
-75
3009
$6K ﹤0.01%
+141
3010
$6K ﹤0.01%
675
3011
$6K ﹤0.01%
136
3012
$6K ﹤0.01%
132
-7
3013
$6K ﹤0.01%
195
3014
$6K ﹤0.01%
222
3015
$6K ﹤0.01%
98
3016
$6K ﹤0.01%
+1,000
3017
$6K ﹤0.01%
411
3018
$6K ﹤0.01%
+400
3019
$6K ﹤0.01%
1,125
+625
3020
$6K ﹤0.01%
100
3021
$6K ﹤0.01%
5,000
3022
$6K ﹤0.01%
126
3023
$6K ﹤0.01%
400
3024
$6K ﹤0.01%
+154
3025
$6K ﹤0.01%
+56